Free Employee Termination Checklist

This checklist is designed by [Your Name] from [Your Company Name] to assist employers, in smoothly navigating all necessary steps and procedures involved during an employee's termination process. To use this checklist, mark each task as completed by ticking the checkbox once accomplished.

Administrative Tasks

1. Has the employee been officially notified of termination?

   • YES

   • NO

2. Is the final paycheck prepared, including accrued vacation and bonuses?

   • YES

   • NO

3. Have all company property been returned (ID, keys, devices)?

   • YES

   • NO

4. Has a record of employment been completed and provided?

   • YES

   • NO

5. Has the employee's access to company systems been revoked?

   • YES

   • NO

6. Is the employee's exit interview scheduled?

   • YES

   • NO

7. Are all insurance and benefits terminations processed?

   • YES

   • NO

8. Have retirement plans and pensions been addressed?

   • YES

   • NO

Legal Considerations

1. Are all actions compliant with labor laws and contracts?

   • YES

   • NO

2. Is there a signed agreement on confidentiality post-termination?

   • YES

   • NO

3. Has the employee been informed about COBRA or equivalent?

   • YES

   • NO

4. Are there documented reasons for termination?

   • YES

   • NO

5. Is there a plan to handle potential legal disputes?

   • YES

   • NO

Communication

1. Have team members been informed of the termination?

   • YES

   • NO

2. Is there a plan for redistributing the employee's workload?

   • YES

   • NO

3. Are clients informed about the change in personnel?

   • YES

   • NO

4. Is there a strategy for external communication, if needed?

   • YES

   • NO

Security Measures

1. Have passwords and access codes been changed?

   • YES

   • NO

2. Is there an assessment of potential security risks post-termination?

   • YES

   • NO

3. Has the employee's email been redirected or deactivated?

   • YES

   • NO

4. Are there measures to prevent data theft or sabotage?

   • YES

   • NO

Employee Support

1. Is outplacement support offered to the employee?

   • YES

   • NO

2. Has the employee been provided with job search assistance?

   • YES

   • NO

3. Is there a feedback mechanism for the employee to share their experience?

   • YES

   • NO

Follow-up

1. Is there a follow-up plan to assess termination impact on the team?

   • YES

   • NO

2. Are there measures to prevent similar future terminations?

   • YES

   • NO

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